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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
201
Natixis
France
$670K +$2.84K +85 +0.4%
EWA
202
EP Wealth Advisors
California
$664K +$52K +1,555 +9%
PCA
203
Personal Capital Advisors
California
$656K +$24.9K +745 +4%
PWM
204
Paulson Wealth Management
Illinois
$647K
AIP
205
Almanack Investment Partners
Pennsylvania
$636K
CIBC World Market
206
CIBC World Market
Ontario, Canada
$626K +$177K +5,305 +41%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$607K -$263K -7,875 -31%
BJL
208
Brighton Jones LLC
Washington
$604K +$1.84K +55 +0.3%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$599K +$153K +4,570 +35%
WG
210
Welch Group
Alabama
$594K +$2.17K +65 +0.4%
TWP
211
Transparent Wealth Partners
Arkansas
$592K +$576K +17,240 New
HFA
212
HC Financial Advisors
California
$549K -$16.7K -500 -3%
PWA
213
Pillar Wealth Advisors
Pennsylvania
$541K +$527K +15,760 New
CBN
214
Cadence Bank NA
Texas
$540K -$334 -10 -0.1%
CAM
215
Cidel Asset Management
Ontario, Canada
$539K
ONB
216
Old National Bancorp
Indiana
$528K
PIA
217
Perennial Investment Advisors
California
$522K +$167 +5 +0%
ASN
218
Advisory Services Network
Georgia
$511K -$173K -5,175 -26%
FCM
219
Firestone Capital Management
Florida
$511K +$498K +14,885 New
CFS
220
CRA Financial Services
New Jersey
$507K
VFM
221
Vivid Financial Management
California
$503K -$1.67K -50 -0.3%
HPC
222
HM Payson & Co
Maine
$496K -$62.9K -1,880 -12%
PCG
223
Private Capital Group
Connecticut
$484K -$45.5K -1,360 -9%
MCM
224
MAI Capital Management
Ohio
$479K -$3.51K -105 -0.7%
OIA
225
OneDigital Investment Advisors
Kansas
$477K +$9.36K +280 +2%

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.